This video tutorial steps through the initial stages of building a report in Genovo. It covers how to add a new or select an existing client from your Clien...

As a Writer user, to create a report for an existing or new client, click Write report from the main dashboard. You'll be directed to the Write report p...

As a Writer user, having selected the client(s) you wish to write your report to, you will be prompted to confirm the method you wish to use to create the i...

As a Writer user, to write a report to joint private clients (e.g. Mr & Mrs Smith) go to Write report, and add both clients into the Selected client(s) ...

An Owned by drop down menu is included within Write report for users who have had view all users' clients / reports activated for them. Once ac...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for co...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for c...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a defined benefit pension transfer suitability report using ...

The four review sections in Genovo's Report Builder are designed to allow you to list a client’s existing plans. Some users use the review sections to o...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming your recommendations for you...